Tariff swings are forcing retailers to rethink sourcing in real time. I spoke with Maithili Shenoy at Columbia Business School about how resilience and smarter planning are reshaping global supply chains. Full piece by Katie Gilbert: business.columbia.edu/insights/cli...

The numbers behind $2,000 “tariff rebate checks” don’t add up. I spoke with CNBC’s Jessica Dickler about why this proposal isn’t likely to become real policy. www.cnbc.com/2025/11/11/t...

New York’s new mayor is promising sweeping reforms — from rent freezes to expanded child care. In Life with Mamdani from Columbia Business School, I noted the new child care plans could improve access for families, but the full economic cost isn’t yet clear. www.youtube.com/watch?v=D8kp...

Markets are charged up heading into the Fed’s rate decision — but more cuts may not be what the economy needs. I spoke with EFN about why overstimulation could unsettle inflation expectations and why the U.S. might not need extra stimulus right now. Full more: efn.se/varningen-in...

New York’s mayoral race is spotlighting how policy meets practicality. I spoke with @columbiauniversity.bsky.social on how universal childcare boosts labour participation and growth—even if it isn’t fully self-financing. Great piece by Jonathan Sperling: business.columbia.edu/insights/bus...

Auto repossessions are surging. That’s not just a story about the car market — it’s a warning about household finances. As I shared with Edward Helmore, when auto borrowers start falling behind, it’s often a signal that consumer budgets are getting tighter. www.theguardian.com/business/202...

Private debt markets are expanding, but transparency hasn’t kept up. That's a problem. As I told Edward Helmore at The Guardian, when assets aren’t marked to market and no one knows where the risks are concentrated, shocks can catch the system off guard. www.theguardian.com/business/202...

The GOP can’t claim fiscal discipline while cutting taxes and boosting spending. As I noted to BBC News' Anthony Zurcher, that contradiction speaks louder than any budget rhetoric. www.bbc.com/news/article...

Policy volatility, rising tariffs, and cooling job growth are reshaping the outlook for small and mid-sized businesses in North America. I moderated a panel at Columbia Business School that looked at these key signals for SME leaders. Read the write-up here: business.columbia.edu/insights/fin...

The shutdown is just one layer of the uncertainty weighing on the US economy. As I noted to Allison Morrow at @cnn.com, statistical blind spots, tariff volatility, and weakened institutions are eroding investor confidence at a critical time. www.cnn.com/2025/10/02/b...

The Fed’s next rate-cut decision may be made with incomplete data. I discussed the implications of the US government shutdown for the Observer—from missing jobs numbers to rising inflation, policymakers could be flying blind at a pivotal moment. observer.com/2025/10/gove...

President Trump’s new tariffs on trucks, furniture and medicines risk adding more pressure to prices, supply chains and cross-border trade. I discussed the potential fallout with @washingtonpost.com reporters Andrew Jeong and Victoria Craw. www.washingtonpost.com/business/202...

Tricolor’s collapse is a warning sign. When subprime auto borrowers fall behind, the cracks in the economy start to show. I spoke with @financialtimes.com reporters about what this signals for US households and labour markets. www.ft.com/content/3e8f...

The Fed’s rate cut brings some relief—but not for everyone. Jessica Dickler at CNBC looks at how borrowing and savings costs are shifting. I shared a few thoughts on what that means for household budgets in a higher-inflation economy. www.cnbc.com/2025/09/17/f...

Stagflation risks are rising in the U.S. economy—driven by President Trump’s tariffs and immigration policies. In @theguardian.com, I spoke with Lauren Aratani about how growth forecasts are falling and inflation is climbing. www.theguardian.com/business/202...

The Fed’s rate cut is a bet on softening labour markets and a reminder that monetary policy takes time to move through the system. I discussed the lag on rate impacts in @csmonitor.bsky.social. www.csmonitor.com/Business/202...

Canada’s largest employee-owned trust shows the power of EOTs to keep companies locally rooted while sharing wealth. Meera Raman cites the Social Capital Partners report I co-wrote with Jon Shell. Big credit to Employee Ownership Canada & Matthew Mendelsohn. www.theglobeandmail.com/business/art...

Yes, your morning jolt has gotten more expensive. Coffee prices are up nearly 21% over the past year, partly because of Trump’s punishing tariffs on Brazil and Vietnam. www.nytimes.com/2025/09/11/b...

President Trump’s attacks on the Fed could backfire. A loss of central bank independence won’t bring down mortgage rates — it’ll drive them up. I broke it down with Claire Boston in Yahoo Finance: finance.yahoo.com/news/trumps-...

In @csmonitor.bsky.social, Laurent Belsie looks at how the Supreme Court’s tariff ruling could decide whether the U.S. enters recession. I explain why few firms actually benefit from tariffs—and why policy uncertainty continues to drag on the economy. www.csmonitor.com/Business/202...

What do falling cardboard box sales say about the U.S. economy? A lot, actually. AlterNet’s Adam Lynch and I spoke about how this indicator reveals deeper uncertainty around consumer demand, tariffs, and the Trump market. www.alternet.org/trump-econom...

President Trump says if courts strike down his emergency tariffs, recent trade "deals" would have to be unwound. Fortune explores what that could mean for U.S. leverage in trade negotiations—and features my take on how these non-deals undermine real trade diplomacy. fortune.com/2025/09/04/d...

Freschia Gonzales at Wealth Professional dives into why Canadian investors are sending record capital into U.S. stocks—despite stronger returns at home and consumer boycotts. I shared why it’s not emotion but diversification that drives portfolio strategy. www.wealthprofessional.ca/news/industr...

We're grateful to @bobeunlimited.bsky.social for helping us launch the 3rd edition of our CBS Global Macro Investing course by sharing his insights on the links between economic developments, asset factors, and market prices with a packed house of MBA students! Follow Bob for his daily views!

The euro’s surge and U.S. tariffs are hitting European exporters hard. I spoke with @benzinga.bsky.social about why currency pressure, trade friction, and diverging interest rate paths are converging to create real risk for corporate Europe. www.benzinga.com/markets/euro...

Featured in this article by Tamsin Vidal for Gothamist, I explain how a 30% tariff on Chinese imports is raising prices on everything from pencils to backpacks—and straining families already facing rising housing and food costs. gothamist.com/news/nyc-par...

President Trump’s tariff push is hurting American consumers, disrupting global trade, and straining U.S. alliances—including with Canada. Quoted for LRT, I argue these tariffs are less about economics and more about political leverage. The costs are already adding up. www.lrt.lt/en/news-in-e...

Canadians are buying American stocks at the highest rate in 35 years. In Fortune, Sasha Rogelberg explores the gap between economic nationalism and portfolio strategy. I explain why Canadian investors engaged with U.S. markets despite the politics. fortune.com/2025/08/26/u...

President Trump’s tariffs are hitting Canadian exports and both sides of the border will feel it. In @washingtonpost.com ‪I spoke about how levies meant to punish competitors often end up punishing supply chains, trading partners, and families instead. www.washingtonpost.com/business/202...

Today's hold from the Fed is consistent with its 3-part mandate to maximize employment, control inflation, and hold long-run rates stable, and the FOMC is likely to stay on hold through 2025 despite the pressure to cut. My take for @columbiabusiness.bsky.social business.columbia.edu/insights/eco...

President Trump’s efforts to strong-arm the Fed won’t lower borrowing costs. In Dimsum Daily, I explain why attacking central bank independence and running up deficits is a recipe for inflation, market turmoil, and deeper recession. www.dimsumdaily.hk/trumps-press...

Cardboard box shipments are slumping — and that’s not just a packaging story. In ‪@bloomberg.com‬, I explain why falling demand signals weakening consumer activity, policy uncertainty, and the drag of tariff threats. www.bloomberg.com/news/article...

Cardboard box shipments are slumping — and that’s not just a packaging story. In ‪@bloomberg.com‬, I explain why falling demand signals weakening consumer activity, policy uncertainty, and the drag of tariff threats. www.bloomberg.com/news/article...

President Trump’s efforts to strong-arm the Fed won’t lower borrowing costs. In Dimsum Daily, I explain why attacking central bank independence and running up deficits is a recipe for inflation, market turmoil, and deeper recession. www.dimsumdaily.hk/trumps-press...

Q: There's a lot of lean from the market for a September rate cut. Is that realistic? A: It seems to me & the committee that the economy is not performing as if policy is holding it back. We'll get more data in the coming months to update our view.

Today's hold from the Fed is consistent with its 3-part mandate to maximize employment, control inflation, and hold long-run rates stable, and the FOMC is likely to stay on hold through 2025 despite the pressure to cut. My take for @columbiabusiness.bsky.social business.columbia.edu/insights/eco...

Talked trade strategy with John Moore, as Prime Minister Mark Carney announced new protections for Canada’s steel sector. These aren’t isolated measures—they mark the beginning of a broader response to President Trump’s escalating tariffs. omny.fm/shows/newsta...

Tariffs create chaos for consumers. I spoke with Timothy Beck Werth for Mashable about why US tech prices could climb 20% and why even big firms can't fully shield buyers from the fallout. mashable.com/article/what...

President Trump wants the Fed to cut rates—but that won’t guarantee cheaper borrowing. As I note in CNBC’s piece by Jessica Dickler and Gabriel Cortes, a cut during rising inflation could push mortgage rates higher, not lower. www.cnbc.com/2025/07/29/f...

Huge loss for Doug Ford’s push to make cycling less safe and traffic worse in Toronto. Good.

The #BankofCanada held at 2.75% even though trade uncertainty is denting the economy b/c core inflation measures are around 3% and moving upward. Market pricing of 2 cuts this year isn't likely to be realized: we're more likely to get none. www.bankofcanada.ca/2025/07/fad-...

President Trump wants the Fed to cut rates—but that won’t guarantee cheaper borrowing. As I note in CNBC’s piece by Jessica Dickler and Gabriel Cortes, a cut during rising inflation could push mortgage rates higher, not lower. www.cnbc.com/2025/07/29/f...

Tariffs create chaos for consumers. I spoke with Timothy Beck Werth for Mashable about why US tech prices could climb 20% and why even big firms can't fully shield buyers from the fallout. mashable.com/article/what...

Talked trade strategy with John Moore, as Prime Minister Mark Carney announced new protections for Canada’s steel sector. These aren’t isolated measures—they mark the beginning of a broader response to President Trump’s escalating tariffs. omny.fm/shows/newsta...

I spoke with Anne-Marie Mediwake on CTV’s Your Morning to unpack President Trump’s erratic trade moves—and what they mean for Canada. Ottawa's push to negotiate a combined trade and security deal with Washington could help protect Canadian jobs and growth. www.ctv.ca/shows/ctv-yo...

I spoke at the UCLA Anderson School of Management’s Summer Economic Outlook on how economic uncertainty is reshaping commercial real estate financing. Full remarks starting at 1:10:07. www.youtube.com/watch?v=Ohq0...

I spoke with Anne-Marie Mediwake on CTV’s Your Morning to unpack President Trump’s erratic trade moves—and what they mean for Canada. Ottawa's push to negotiate a combined trade and security deal with Washington could help protect Canadian jobs and growth. www.ctv.ca/shows/ctv-yo...

I spoke at the UCLA Anderson School of Management’s Summer Economic Outlook on how economic uncertainty is reshaping commercial real estate financing. Full remarks starting at 1:10:07. www.youtube.com/watch?v=Ohq0...

The Trump White House’s tariff policy has increased the risk of both higher inflation and lower growth. I spoke to Lorie Konish at @cnbc.com about how these moves are pushing the U.S. toward stagflation—and what that means for families and the Fed. www.cnbc.com/2025/04/19/e...

President Trump wants the Fed to cut rates to offset the inflation his own tariffs are causing. As I told @fortune.com, the White House’s actions are making it harder—not easier—for the Fed to move. The uncertainty is already weighing on the economy. fortune.com/article/why-...